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Tuesday 16 September 2025
Beijing's anti-dumping drive puts US analog chips on notice, clearing path for Chinese alternatives
The US–China semiconductor dispute has entered a new phase of escalation, with the US Department of Commerce adding 23 Chinese entities to its Entity List, including 13 semiconductor...
Tuesday 16 September 2025
SEMICON Taiwan 2025: TSMC's GaN retreat opens door for Chinese SiC competitors
Power semiconductors, particularly silicon carbide (SiC) and gallium nitride (GaN), emerged as key themes at SEMICON Taiwan 2025. The toughest competition was in SiC equipment, with...
Tuesday 16 September 2025
Acer, Nvidia unveil compact AI workstation, receive strong early interest
Acer has teamed up with Nvidia to debut the Veriton GB100, a compact AI workstation built on Nvidia's GB10 chip. The model has generated strong demand from clients even before its...
Tuesday 16 September 2025
US, China outline framework deal on TikTok, but hurdles remain
The US and China have outlined a framework deal to resolve disputes over TikTok's US operations, officials said after trade talks in Madrid. The agreement marks progress toward easing...
Tuesday 16 September 2025
Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up
Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts...
Tuesday 16 September 2025
China's SiC pricing war forces Japan to retreat while Europe holds its line
A new phase in the global race for silicon carbide (SiC) dominance is unfolding—one shaped as much by geopolitics as by market forces. As Chinese manufacturers make rapid strides...
Tuesday 16 September 2025
Commentary: HiSilicon 2.0 moves from survival mode to leadership under Trump 2.0
On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative,...
Tuesday 16 September 2025
Huawei’s Ren says failed Motorola deal set stage for chip self-reliance
Since Huawei established Shenzhen HiSilicon Semiconductor in 2004, its semiconductor business has supported over two decades of development and innovation within Huawei's product...
Tuesday 16 September 2025
Han's Laser expands from semiconductors to new markets, as industrial laser demand slides
The booming semiconductor industry has led to a surge of emerging Chinese laser manufacturers, yet weaker players are being weeded out based on precision and accuracy as competition...
Tuesday 16 September 2025
Chips and optics converge at Shenzhen twin expos
The 2025 SEMI-e Shenzhen International Semiconductor Exhibition and the Integrated Circuit Innovation Expo have concluded. The twin events drew a significant crowd, with 43,986 professional...
Tuesday 16 September 2025
NVIDIA's Rubin CPX may reshape AI memory demand, boosting GDDR7 over HBM
Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation AI processor, Rubin CPX, which is designed for large-context...
Monday 15 September 2025
Nvidia antitrust ruling clouds US-China trade talks

US and Chinese officials entered a second day of negotiations in Madrid on Monday, just as Beijing announced a preliminary ruling that...

Monday 15 September 2025
Chipmakers bet big on AI glasses as market momentum builds
Although the AI glasses market has yet to experience clear explosive growth, major system manufacturers, brands, and startups are continuously increasing their resources and development...
Monday 15 September 2025
Jorjin chairman: Chip and display breakthroughs fuel AI-AR symbiosis
AR glasses represent a revolution for displays that incorporate key technologies such as near-eye displays, microLED, and waveguides, with AI and AR now sharing a symbiotic existence...
Monday 15 September 2025
Telcos prioritize profits over speed in 6G race
As 6G technology is anticipated to enter commercial operation by 2030, telecom companies worldwide face significant strategic decisions beyond technical innovation. The emerging standard...